Sales Operations Analyst
About The Position
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
Requirements
- Experience managing or supporting platforms such as Salesforce, sales automation platforms, marketing automation, sales collateral tools
- Strong analytical skills, including experience building and maintaining dashboards and reporting and analyzing data with Excel
- Ability to train and support users across systems and tools
- Demonstrate strong communication and stakeholder management skills
- Capacity to switch between project-based and operational modes of work when clear deadlines arise
Nice To Haves
- Experience in wealth management, financial services, or fintech environments
- Familiarity with Salesforce, Power BI, Snowflake, Black Diamond
Responsibilities
- Optimize and support business-critical platforms including Salesforce, Sales Engagement, Highspot, AdvizorPro, servicePath CPQ, Consensus Manage system configurations, user groups, and permissions to ensure secure and efficient usage
- Triage and own requests, vet requirements, conduct business analysis with stakeholders, and execute
- Document for and train internal users as needed
- Contribute to dashboards and data gathering processes to track key performance indicators (KPIs)
- Provide actionable insights to stakeholders to support decision-making and operational improvements
- Monitor adoption, usage trends, and effectiveness of tools and processes
- Consistently provide updates and prioritize critical items as part of the team
- Identify and implement improvements to streamline workflows and reduce friction across teams
- Maintain documentation and ensure consistent communication of updates and enhancements
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
